Marketing & CRM Manager

BankSouth Mortgage-posted 3 days ago

Full-time • Mid Level

Onsite • Atlanta, GA

101-250 employees

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BankSouth Mortgage is seeking a Marketing & CRM Manager to join the Marketing Department at one of Georgia's top-performing mortgage companies. This individual will lead the day-to-day operations of the marketing department while overseeing the strategic management, optimization, and adoption of the company’s CRM platform. This individual will guide a team of marketing professionals, collaborate cross-departmentally, and ensure that marketing and CRM initiatives drive growth, increase lead generation, enhance engagement, support Production, and increase overall organizational efficiency. The Marketing & CRM Manager will work closely with the VP of Digital Strategy and Marketing to execute marketing strategies, leverage CRM capabilities, improve customer lifecycle communications, and deliver high-quality, compliant marketing materials that align with BankSouth Mortgage’s brand standards.

Manage the marketing team, including performance reviews, workflow oversight, and support for professional development.
Oversee the creation of high-quality marketing materials that align with brand and compliance standards.
Lead the use and adherence of brand guidelines—including voice, tone, and visual identity—to ensure consistency across all marketing channels and uphold brand integrity.
Manage and submit the marketing department’s monthly expense reports, ensuring accuracy, timely reconciliation, and alignment with company budget protocols.
Ensure optimization of the technology solutions used to deliver and track client communications.
Support data-driven lead generation initiatives by leveraging CRM insights, segmentation, and digital touchpoints.
Identify opportunities for lead generation and support strategic marketing initiatives.
Oversee the setup, maintenance, enhancement, and day-to-day functionality of the CRM platform.
Ensure data integrity through routine audits, monitoring data entry flow, and applying best practices.
Build, implement, and optimize CRM workflows and automations to improve efficiency, customer experience, and campaign performance.
Troubleshoot and resolve CRM-related system issues.
Collaborate with IT and CRM vendors to manage updates, enhancements, and issue resolution.
Drive Production adoption of CRM systems across Sales and Marketing hubs, including workflow utilization, automations, lead management, and retention strategies.
Train internal users on CRM best practices and act as the primary point of contact for CRM-related inquiries.
Develop and execute targeted, data-driven CRM and marketing campaigns tailored to multiple audience segments.
Manage CRM-driven customer interaction workflows to ensure timely, relevant, and consistent communication throughout the customer lifecycle.
Segment customer data to enable personalization and improve communication relevance.
Schedule, track, and report on CRM-driven email and workflow campaigns.
Partner with content creators, designers, product owners, and compliance to develop quality communications.
Initiate, build, evaluate, and improve the customer lifecycle from acquisition through retention using digital platforms.
Ensure all CRM and marketing campaigns align with business goals, measurable outcomes, and organizational priorities.
Analyze CRM and marketing performance to deliver actionable insights that improve engagement, retention, and strategy effectiveness.
Build dashboards and reports to support Sales, Marketing, and Leadership KPIs.
Validate, reconcile, and ensure accuracy of data used in reporting and analytics.
Monitor Production team feedback to identify opportunities to improve CRM usability, marketing resources, and overall communication effectiveness.
Provide concierge-level digital marketing support for Loan Officers, including content personalization, scheduling, social media coordination, and CRM usage guidance.
Support the Sales team by aligning marketing resources with sales objectives and providing strategic recommendations.
Collaborate closely with Sales to support lead generation, lead management, and the alignment of CRM strategies with revenue goals.
Work across departments to execute integrated marketing projects and digital initiatives.
Partner with Sales, Business Development, IT, and external vendors to enhance marketing and CRM ecosystem performance.
Maintain strong relationships with internal and external stakeholders.
Oversee the maintenance and updating of marketing content libraries and workflows.
Assist with onboarding new team members in marketing tools and CRM usage.
Conduct research to stay current on marketing trends, digital best practices, and emerging technologies.
Other duties as assigned.
Responsible for learning, understanding, and practicing required fraud prevention practice, BSA and OFAC compliance requirements
Ensure adherence to all applicable federal and state regulations
Maintain confidentiality of all customer files & associated information
Assist examiners and auditors by providing required documentation
Correct exceptions to issues found by examiners and auditors
Comply with safekeeping procedures for sensitive documents

Bachelor’s degree in business, marketing, communications, or related field, or equivalent experience.
5+ years of marketing or digital communications experience, preferably within mortgage, banking, finance, or real estate.
3+ years of experience leading a marketing team or managing cross-functional projects.
Strong analytical skills with the ability to interpret CRM and marketing data, identify trends, and make data-driven recommendations.
Hands-on experience managing CRM platforms and marketing automation tools, including workflows, segmentation, reporting, and lifecycle communications; HubSpot experience highly preferred.
Proven ability to partner with Sales to support lead generation, lead management, and CRM strategies aligned with revenue goals.
Experience developing and managing customer journeys across email, SMS, social, and other digital channels.
Excellent written and verbal communication skills, with the ability to present insights and collaborate effectively with stakeholders.
Strong project management and organizational skills with the ability to balance multiple priorities in a fast-paced environment.
Creative, strategic thinker with a high attention to detail and commitment to producing accurate, high-quality work.
Proficiency with marketing technology platforms, analytics tools, and digital marketing channels including email, social media, content marketing, and advertising.

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